1. Use of CAPI for agricultural surveys
Introduction and case management with Admin/Headquarters/Supervisor

2. Outline Differences b/t Admin, HQ, and Supervisor
Review overview of workflow and life of a case
Introduction to Admin, Headquarters and Supervisors
Headquarters primary functions in SuSo
Supervisor primary functions in SuSo
HQ and Supervisor primary responsibilities in SuSo

3. Learning Objectives
Know the difference between Administrator, HQ, and Supervisor
Be familiar with workflow of Survey Solutions and events in the life a case
Know how to access HQ and Supervisor
HQ primary functions (create Supervisor, Interviewers, Import Template, Create Cases, Assign Cases to Supervisor)
Supervisor primary functions (assign cases to Interviewers)
Use HQ and Supervisor to approve/reject completed cases
Know about creating field reports with HQ and Supervisor

4. Differences b/t Admin, HQ, and Supervisor

5. Administrator
Designer
Headquarters
Supervisor
Supervisor
Interviewers
Interviewers

6. Administrator Functionalities:
Create Headquarters (supervisor, interviewers…)
Clean the server by removing data
Location: Server – URL provided by World Bank or Hosting institution
Has highest level of access
Trusted
Kept secure, not widely shared

7. Headquarters Functionalities:
Create and assign roles for Supervisors
Create interviewers
Import questionnaire from designer
Approve/reject questionnaires
Use reporting tools to monitor data collection
Export Data (separate session)
Location: Server – URL provided by World Bank or Hosting institution

8. Headquarters – functions w/i SS
Create and manage teams by:
Adding Supervisors
Adding Interviewers
Import questionnaires (add prefilled data when appropriate)
Assigning interviews to Supervisors
Monitor progress of data collection by:
Generating Reports
Monitor data quality by:
Reviewing completed questionnaires (cross checking)

9. Headquarters – functions o/s SS
Headquarters is responsible for the overall organization of the data collection. This includes survey design, sampling strategy, data management, logistics, etc.
As headquarters has an overview of ALL data collected, it is ideally positioned to export and tabulate data in real time to ensure that the targeted precision is being achieved.

10. Supervisor Functionalities:
Assign cases to interviews
Approve/reject questionnaires
Use reporting tools to monitor data collection
Location: Server – URL provided by World Bank or Hosting institution

11. Supervisor – functions w/i SS
Manage data collection by:
Assigning Interviews to Interviewers
Monitor progress of data collection by:
Generating Reports
Monitor quality of data by:
Reviewing completed questionnaires

12. Supervisor – functions o/s SS
Supervisors do not conduct interviews, but play an important role in the data collection process by:
Making sure enumerators have the equipment they need and it’s working properly
Managing lists of enumeration units and assigning interviews to enumerators
Responding to enumerator questions: equipment, survey logistics, etc. (i.e. first point of contact for problems in the field).
In some cases, transportation.

13. Review overview of workflow and life of a case

14. Events in the life of a case

15. Introduction to Headquarters and Supervisor

16. HQ and Super: Where to find
[servername].mysurvey.solutions
Same URL for HQ and Super
Login using Super credentials or HQ credentials

17. HQ Dashboard

18. Supervisor Dashboard

19. Headquarters primary functions in SuSo
Create Supervisors
Create Interviewers and assign to Supervisor
Import template
Create Sample
Assign cases
Export Data

20. Headquarters – Create Supervisor

21. Headquarters – Create Supervisor
Add supervisor allows HQ to create a login for each supervisor.
Is locked blocks the supervisor/interviewer from accessing the server.

22. Headquarters – Create Interviewer

23. Headquarters – Create Interviewer

24. Headquarters – Import Template

25. Headquarters - Import Template

26. KEY CONCEPT!
Census vs. Sample Mode

27. Headquarters - Import Template
Sample mode import is when identifying data is used to help the Interviewer identify the enumeration unit.
Import with census mode is used when no prefilled data exists. This is useful for example in exit polling and listing exercises.

28. Headquarters – Create Cases
New Interview allows the user to insert pre-filled data one-by-one.
Batch upload allows the user to insert pre-filled data as a tab-delimited file.
Web Interview setup allows self-administered web interviewing (not covered)

29. Headquarters – Create Cases
Clone makes a copy of the questionnaire
Delete questionnaire remove the questionnaire from the server

30. Headquarters - Create Cases
Prefilled information
Supervisor Assignment

31. Headquarters – Export Data
Formats
STATA
SPSS
.tab
Binary – Photos
DDI – XML metadata

32. Supervisor primary functions in SuSo
Assign cases to Interviewers

33. Supervisor – Assign Cases
Select an interview, and Assign.

34. Supervisor – Assign Cases
HQ assigns cases to Supervisors and Supervisors assign cases to Interviewers.
HQ/Supervisors can also select multiple cases and Approve or Reject them without visually inspecting the survey. This should not be used as a standard practice.

35. HQ and Supervisor primary responsibilities in SuSo
Approve/Reject Completed Cases
Create Reports

36. HQ and Super – Approve/Reject
Template filters by questionnaire.
Responsible filters by Supervisor. *In Supervisor mode, filters by Interviewers.
Status filters by status of questionnaires.

37. HQ and Super – Approve/Reject
Click to open individual case

38. HQ and Super – Approve/Reject
Approve/Reject interviews
Write comments
Flag
Navigation between chapters

39. HQ and Super – Approve/Reject
HQ/Supervisors can also select multiple cases and Approve or Reject them without visually inspecting the survey. This should not be used as a standard practice.

40. HQ and Super – Reports
Reports are used for monitoring the progress of data collection.
Notably, Supervisors can only create Survey and Statuses, Team and Statuses, Quantity, and Speed reports.

41. Headquarters/Super - Reports
Survey and Statuses tabulates each questionnaire as rows, and the columns are the case statuses. Accordingly, the contents of the table are the frequencies of each questionnaire with the corresponding status.

42. Headquarters/Super - Reports
Teams and Statuses tabulates each Supervisor/Interviewers as rows, and the columns are the case statuses. Accordingly, the contents of the table are the frequencies of each questionnaire assigned to the respective Supervisor/Intervierwer with the corresponding status.

43. Headquarters ONLY reports
The Map Report and Cumulative Interview Chart report are only available in Headquarters mode. I honestly don’t know why this feature isn’t allowed at the Supervisor level to monitor interviews.

44. Headquarters ONLY reports
If there is GEO question, then the map report plots the point on a google map and shows metadata about the interview. Notably, clicking details will take you to the completed questionnaire.

45. Headquarters ONLY reports
Filter by questionnaire, version, and variable.

46. Headquarters ONLY reports
Chart shows the number of interviews and respective statuses over time. Can filter by date, and questionnaire.

47. QUESTIONS?